Civic Intelligence

Googins Advisors Inc.

Plan context: Googins Advisors Inc. Cash Balance Pension Plan

EIN 39-1447696 • Middleton, WI • 7 filings • 3 plans

6417 University AvenueMiddleton, WI 53562-3417
Current Snapshot

Latest Year

2017

2017 Participants

8

2017 Assets

$833,459

2017 Contributions

$438,345

Historical Graphs

Total Assets Over Time

Aggregate end-of-year assets by filing year, excluding zero-asset years

$3,883,615$1,941,808$0201120132016YearValue
$833,459Latest year 2016

Participants Over Time

Largest reported end-of-year plan headcount by filing year, used to avoid double-counting participants across overlapping plans

1790201120132016YearValue
8Latest year 2016

Company Timeline

Year summaries and individual filings are combined here so you can stay in one place while moving across years and plan filings.

Year / FilingFilingsParticipantsAssetsContributionsContrib./Participant
201710$0$0-
Googins Advisors Inc. Cash Balance Pension Plan-0$0--
201618$833,459$438,345$54,793iApproximate average salary by contribution assumption: employee only about $1,369,828 at 4% or $913,219 at 6%; with 50% employer match about $913,219 at 4% or $608,813 at 6%; with 100% employer match about $684,914 at 4% or $456,609 at 6%.
Googins Advisors Inc. Cash Balance Pension Plan-8$833,459$438,345$54,793iApproximate average salary by contribution assumption: employee only about $1,369,828 at 4% or $913,219 at 6%; with 50% employer match about $913,219 at 4% or $608,813 at 6%; with 100% employer match about $684,914 at 4% or $456,609 at 6%.
201518$407,849$399,520$49,940iApproximate average salary by contribution assumption: employee only about $1,248,500 at 4% or $832,333 at 6%; with 50% employer match about $832,333 at 4% or $554,889 at 6%; with 100% employer match about $624,250 at 4% or $416,167 at 6%.
Googins Advisors Inc. Cash Balance Pension Plan-8$407,849$399,520$49,940iApproximate average salary by contribution assumption: employee only about $1,248,500 at 4% or $832,333 at 6%; with 50% employer match about $832,333 at 4% or $554,889 at 6%; with 100% employer match about $624,250 at 4% or $416,167 at 6%.
201410$0$0-
GOOGINS & ANTON, INC. PROFIT SHARING PLAN-0$0$0-
2013115$3,883,615$136,914$9,128iApproximate average salary by contribution assumption: employee only about $228,190 at 4% or $152,127 at 6%; with 50% employer match about $152,127 at 4% or $101,418 at 6%; with 100% employer match about $114,095 at 4% or $76,063 at 6%.
GOOGINS & ANTON, INC. 401(K) PROFIT SHARING PLAN-15$3,883,615$136,914$9,128iApproximate average salary by contribution assumption: employee only about $228,190 at 4% or $152,127 at 6%; with 50% employer match about $152,127 at 4% or $101,418 at 6%; with 100% employer match about $114,095 at 4% or $76,063 at 6%.
2012117$3,286,878$122,668$7,216iApproximate average salary by contribution assumption: employee only about $180,394 at 4% or $120,263 at 6%; with 50% employer match about $120,263 at 4% or $80,175 at 6%; with 100% employer match about $90,197 at 4% or $60,131 at 6%.
GOOGINS & ANTON, INC. 401(K) PROFIT SHARING PLAN-17$3,286,878$122,668$7,216iApproximate average salary by contribution assumption: employee only about $180,394 at 4% or $120,263 at 6%; with 50% employer match about $120,263 at 4% or $80,175 at 6%; with 100% employer match about $90,197 at 4% or $60,131 at 6%.
2011115$2,814,356$116,800$7,787iApproximate average salary by contribution assumption: employee only about $194,667 at 4% or $129,778 at 6%; with 50% employer match about $129,778 at 4% or $86,519 at 6%; with 100% employer match about $97,333 at 4% or $64,889 at 6%.
GOOGINS & ANTON, INC. 401(K) PROFIT SHARING PLAN-15$2,814,356$116,800$7,787iApproximate average salary by contribution assumption: employee only about $194,667 at 4% or $129,778 at 6%; with 50% employer match about $129,778 at 4% or $86,519 at 6%; with 100% employer match about $97,333 at 4% or $64,889 at 6%.